12 Best CRMs For Graphic Designers & Creatives

The table below shows a quick price comparison of all the Graphic Designers & Creatives CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Zoho CRM	$20	15 day
Pipedrive	$24	14 day
Capsule	Free plan available then $21	14 day
ClickUp	Free plan available then $7	No trial available
HoneyBook	$9.50	7 day
OnePageCRM	$9.95	21 day
Vendasta	$99	14 day
Bonsai	$21	7 day
vcita	$29	14 day
Folk	$20	14 day
Clientjoy	$49	14 day
WillowSpace	$30	14 day

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Zoho

They offer a CRM solution that caters for agency needs which includes creative agencies that assist with managing the whole agency.
It is an all-in-one CRM that brings together your sales, marketing and service on one platform.
The CRM provides a 360-degree view of your clients to aid you in managing your relationships.
It supports you with communication tools that allow you to improve your follow-ups and completion rates.
You can run your marketing campaigns and measure them on the same platform.
It can be connected to your email, social media and website so that you can track interactions.
They provide the facilities to allow you to manage your brand through social media.
It can help you to assign accounts and tag contacts so that you can track and target accounts or clients.
The CRM is available on a mobile app to aid with working remotely and can be integrated with your favorite apps to unify your systems.
A 15-day free trial and a demo of the CRM are available so that you can explore what it has to offer.

Website: https://www.zoho.com/crm/solutions/agencies/

2. Pipedrive

Offers a CRM system for web designers and other creatives that help you organize your customer management.
It is designed to help you manage your contacts and track your processes more effectively.
You can customize the CRM so that it fits the needs of your business and it is flexible to cater for small businesses and scale with you.
The CRM can assist you in simplifying and automating your project management tasks and your sales processes so you can focus on your creative activities.
It provides transparency of your project workflows so you can track your prospects and leads.
The CRM tracks and records all your communications including emails, calls, social media and forms as well as segment your contacts to aid communication targeting.
You can access dashboards so you can report on metrics and forecast business performance.
It can support other apps and integrations to aid with streamlining your operations and improving your sales processes.
They provide a mobile app that makes it easier to manage your clients whilst on the move.
Access a free 14-day trial of the software so that you can see first-hand its capabilities.

Website: https://www.pipedrive.com/en/roles/crm-design

3. Capsule

They offer a CRM that caters for creativity agencies and can help you take a proactive approach to building relationships with customers.
It allows you to centralize your customer data so that it makes it easier for your teams to collaborate.
They provide email marketing tools to aid you in running campaigns, offer templates, track interactions and automate messaging.
You can automate workflows to improve their efficiencies and reduce manual work.
It provides a sales pipeline that enables you to monitor your deals more closely and aids forecasting.
The CRM can support project management by aiding onboarding, management, delivery, tracking and collaboration.
They support you in managing your tasks and calendar including being able to assign tasks manually or automatically.
You can analyze your customer data to learn more about them and aid you in making better informed decisions.
It can be integrated with a variety of tools and software to help you manage your daily operations.
Offers a free plan for two users and up to 250 contacts as well as offering a 14-day free trial of the software.

Website: https://capsulecrm.com/resources/customer-stories/f8-creates/

4. ClickUp

Offers a CRM that caters for designers with an all-in-one productivity platform suitable for any team size.
It is designed to help streamline design project management and facilitate better communication between teams.
You can customize the CRM to meet your needs, collect the data you want and store documents.
They provide the ability to manage multiple workflows that enable you to customize your view of them depending on the team looking at them.
It offers a range of templates that are tailored to the industry that are customizable.
You can manage your emails in the CRM including recording interactions, sending emails, automating emails and scheduling tasks or assigning them to team members based on the response.
It can support you in tracking your time and managing deadlines to ensure that timescales are met.
They provide AI-driven analytics so that you can gain insight into your data and projects.
It can be integrated with a range of tools including design tools to increase automation capabilities.
They offer a CRM plan for personal use which could be utilized to try out the software.

Website: https://clickup.com/blog/crm-for-designers/

5. HoneyBook

They offer an all-in-one graphic design workflow management that incorporates a CRM.
It is designed to assist you by managing your client inquiries, communications, payments and more.
You can streamline your client flow by centralizing all your activities into one hub.
They provide customizable templates that can be adapted to fit your style such as contracts, invoices and questionnaires.
You can manage your leads and projects through the client flow which can track progress and send real-time notifications about updates.
It can manage your client communications by storing your communications in one place.
They offer invoicing facilities that enable you to send out personalized invoices and set up automatic payment reminders and follow-ups.
It also includes proposal creation, online contracts, an online meeting scheduler, a client portal, and online payment software.
They provide a mobile app to enable you to stay connected wherever you are.
Offers a free trial of the software for 7 days so that you can learn more about it.

Website: https://www.honeybook.com/crm-for-graphic-designers

6. OnePageCRM

They claim to offer one of the best CRMs for designers and creative agencies.
It is designed to help you build better relationships and close more sales.
The CRM supports your sales team by assisting you in converting more leads, creating bullet-proof follow-up and automating tasks.
You can get a 360-degree view of your business and customers using the sales pipeline.
It can aid with prioritizing your tasks and focusing your efforts on the most important activities.
They provide follow-up functionalities to aid you with managing your prospects and clients’ tasks.
You can integrate your email and calendars so that you can share your interactions, tasks, notes and reminders with your colleagues.
It is easy to set up and use with an intuitive interface that makes it simple for all your team to use.
You can track your performance and monitor your KPIs to see your team and business progress.
Access a 21-day free trial of the CRM to allow you to explore what it can offer before you commit to it.

Website: https://www.onepagecrm.com/sales-crm-for-designers/

7. Vendasta

They offer software solutions for creative agencies that can help streamline your workflows.
It is designed to assist creative agencies in growing by filling their sales funnel and offering more products.
They can help you to improve your workflows with a project management system designed to aid with collaboration.
You can manage all your marketing campaigns across every channel easily through the software.
It can capture your leads and send notifications to alert you as well as log activity to help you nurture them.
You can automate your marketing activities and create personalized content that can be targeted to your leads or customers.
They offer a portal to allow your clients to log on for additional services.
It can be integrated with other software to help you connect your services.
The software helps you by analyzing the data and providing insights that can aid your sales and operations.
A 14-day free trial is available and a demo so that you can play around with the software before paying for a plan.

Website: https://www.vendasta.com/solutions/creative-agency/

8. Bonsai

They claim to offer the best CRM software for creative agencies which can assist you in optimizing your productivity.
It is designed to help you manage everything in one place from prospect to payment.
The CRM centralizes your contacts and consolidates client files making them accessible to all your team members so you can work more collaboratively on clients.
They provide pipeline tracking so that you can see what is happening with your contacts whether they are prospects or clients.
You can organize your contacts by tagging them to make it easier to target and report on them.
The CRM can aid you in automating your workflows to save time and create efficiencies.
You can utilize the CRM to share documents such as contracts, files, updates and invoices through a dedicated portal.
It can support you in managing your tasks by setting up task lists and having task templates for your projects to help track what needs doing and setting reminders.
The CRM helps you to track what is happening in your business, projects and with your clients so you can make informed decisions.
They offer a 7-day free trial of the CRM so you can explore the software before committing to it.

Website: https://www.hellobonsai.com/blog/creative-agency-crm

9. vcita

They offer CRM software that caters for designers that can assist with staying organized and building better relationships with clients.
It enables you to manage your business flows, clients, scheduling and payments in one place.
The CRM helps you to organize, track and grow your business and client base by having all your client information together.
You can tag your contacts so that you can track them and personalize experiences.
You can create customized views for you and your teams to manage clients, projects and business processes.
It can aid with automating tasks such as meeting reminders, trigger-based campaigns, business flows and payment reminders.
The CRM can help you to track all your activities including marketing emails, client engagements, appointments, leads and payments.
They also offer a client portal so you can securely share documents online with your clients.
You can access customizable reports that provide an overview of your business and can aid decision making.
Access a 14-day free trial of the CRM so that you can learn more about it.

Website: https://www.vcita.com/blog/manage-clients/crm-for-designers

10. Folk

Offers a CRM that is suitable for graphic designers that aid with managing contacts, relationships and workflows.
The CRM is customizable as you can tailor the fields, workflows and pipelines to meet your needs.
It is designed to help enrich your contacts by automatically finding emails and Linked URLs.
They provide email management which includes synchronizing with your email box, tracking emails, templates, email sequences and sending communications.
You can utilize the AI tools to manage your contacts and relationships, get suggestions for improvements and automate routine tasks.
They provide pipeline management to help you organize and monitor your leads and clients as well as manage your team’s capacity.
It can be integrated with your social media to import your contacts and aid you in connecting with them in other ways.
The CRM enables your teams to work more collaboratively with shared information and the ability to add notes and reminders to contact profiles.
It can be integrated with over 6,000 apps to assist you in centralizing all your workflows and reducing data entry.
Offers a free 14-day trial of the CRM to enable you to explore the software and find out more about it.

Website: https://www.folk.app/articles/best-crm-graphic-designers

11. Clientjoy

They offer software for design and marketing agencies that can help you win over your clients.
It includes a custom client portal that enables you to share updates, documents, files and more with your clients.
The software is designed to help you to unify the journey from prospect to payment and create a better customer experience.
They provide sales pipelines to assist with tracking your opportunities and nurturing them.
It helps you by creating activities and tasks for follow-ups and meetings so that you can stay on top of your activities.
The software can be integrated with your email and calendar so that you can track emails and interactions, set up email sequences and use templates.
It includes an e-sign facility so you can share proposals, contracts and quotes and get them signed off electronically.
The software can aid with getting paid on time with the ability to share invoices and collect payments easily as well as set up automated payment reminders.
You can access reports and analytics to gain insights about your business and clients.
They offer a 14-day free trial and a demo of the software so that you can learn more about it.

Website: https://www.clientjoy.io/

12. WillowSpace

They claim to offer the only CRM that was built for designers by designers.
It supports lead management with lead capture forms and storing them on the CRM so that you can nurture and track them ensuring none are lost.
They provide a scheduler to assist you in scheduling meetings or consultations with leads or clients.
It supports you in creating beautiful project proposals and sending them to the client.
You can use the contract management facility to build contracts, load them and get clients to sign them electronically.
They provide a client portal to enable you to share documents, view project status, request meetings and more.
You can create custom forms and questionnaires to collect information from clients easily.
The CRM can also assist with invoices and setting up your rates so you can track your financials.
It provides reports that can give you insight into your referrals, clients, revenue and more.
A free 14-day trial is available so that can explore what the CRM can offer before committing to it.

Website: https://www.willowspace.co/blog/best-crm-for-graphic-designers